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MONUMENT WEALTH MANAGEMENT
Legal name: MONUMENT CAPITAL MANAGEMENT, LLC
CRD 159882File 801-76802
APPROVED
Retail clients
Custody
Filing as of Aug 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$648.4M
Above cohort median (national)
Discretionary AUM
$633.1M
Non-discretionary $15.3M
Clients
239
969 accounts
Employees
11
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 15, 2012
- Principal office
- 1940 DUKE STREET, SUITE 6100, ALEXANDRIA, VA, 22314
- Phone
- 703-504-9600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $648.4M
- Discretionary AUM
- $633.1M
- Non-discretionary AUM
- $15.3M
- Discretionary accounts
- 897
- Non-discretionary accounts
- 72
- Total accounts
- 969
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 120 | $597.5M |
| Individuals (other than high net worth individuals) | 119 | $50.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Clients | 215 | 239 | increased by24 |
| Aug 12, 2026 | AUM | $531,711,630 | $648,415,207 | increased by$116,703,577 |
| Aug 12, 2026 | Accounts | 841 | 969 | increased by128 |
| Apr 1, 2026 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2026 | Clients | 213 | 215 | increased by2 |
| Apr 1, 2026 | AUM | $465,089,490 | $531,711,630 | increased by$66,622,140 |
| Apr 1, 2026 | Accounts | 842 | 841 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 208 | 213 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $424,886,137 | $465,089,490 | increased by$40,203,353 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 858 | 842 | decreased by16 |
| Apr 1, 2022 | Employees | 11 | 10 | decreased by1 |
| Apr 1, 2022 | Clients | 196 | 208 | increased by12 |
| Apr 1, 2022 | AUM | $360,920,677 | $424,886,137 | increased by$63,965,460 |
| Apr 1, 2022 | Accounts | 888 | 858 | decreased by30 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MONUMENT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MONUMENT WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.